Smith, Moore & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.89M | Buy |
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|
2025
Q2 | $5.27M | Buy |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $4.17M | Sell |
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|
2024
Q3 | $3.8M | Sell |
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|
2024
Q2 | $3.65M | Buy |
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|
2024
Q1 | $3.59M | Sell |
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|
2023
Q4 | $3.06M | Sell |
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|
2023
Q3 | $2.61M | Sell |
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|
2023
Q2 | $2.75M | Buy |
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|
2023
Q1 | $2.34M | Sell |
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|
2022
Q4 | $2.42M | Buy |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $2.59M | Buy |
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|
2021
Q4 | $2.87M | Buy |
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|
2021
Q3 | $2.92M | Sell |
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|
2021
Q2 | $2.88M | Buy |
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|
2021
Q1 | $2.77M | Buy |
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|
2020
Q4 | $2.24M | Buy |
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|
2020
Q3 | $1.68M | Buy |
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|
2020
Q2 | $1.55M | Buy |
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|
2020
Q1 | $1.48M | Sell |
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|
2019
Q4 | $2.31M | Buy |
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|
2019
Q3 | $1.86M | Buy |
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|
2019
Q2 | $1.7M | Buy |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $1.46M | Sell |
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|
2018
Q3 | $1.7M | Buy |
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|
2018
Q2 | $1.5M | Buy |
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|
2018
Q1 | $1.56M | Sell |
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|
2017
Q4 | $1.56M | Buy |
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|
2017
Q3 | $1.13M | Buy |
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|
2017
Q2 | $629K | Sell |
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|
2017
Q1 | $617K | Sell |
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|
2016
Q4 | $613K | Sell |
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|
2016
Q3 | $497K | Buy |
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|
2016
Q2 | $445K | Buy |
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|
2016
Q1 | $384K | Buy |
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|
2015
Q4 | $262K | Buy |
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